Your SMSF, inside your AI
My SMSF is Australia’s first SMSF provider ready for agentic commerce. Anyone can connect My SMSF to Claude, ChatGPT, Grok or any AI that supports MCP — your AI can compare our services, answer setup questions and start your application for you. Silver and Gold Care clients also get Grace, our SMSF assistant, in their dashboard and Gold Care clients can connect their own fund to their AI.
Grace — the My SMSF Assistant
Built into the My SMSF client dashboard. Ask about your fund in plain English, any time.
- Lodgement status and accountant queries
- ATO and ASIC payment details
- Your fund documents and records
Gold Care AI connector
Use Grace inside Claude, ChatGPT, Grok or any MCP-compatible assistant, with your own fund’s details.
- You approve access — your fund only
- Read-only, revoke any time
- Never shares TFNs, ID or working papers
Agentic commerce ready
AI agents can ask about our services and start an SMSF setup or transfer for their person.
- Public MCP connector + A2A agent card
- Published fees and real answers
- You complete ID and payment yourself
Ask the public connector:
https://agents.mysmsfproperty.com.au/mcpGeneral information only — Grace and our AI tools do not give personal financial advice. AI agents can never complete identity checks, sign documents or make payments for you.
Connect My SMSF to your AI assistant
Anyone can connect the public My SMSF connector — no login needed. It answers questions about SMSFs and our services, checks whether a setup suits you, books a call and starts an application. Gold Care clients can also connect the Gold Care AI connector to see their own fund.
| AI feature | Bronze | Silver | Gold |
|---|---|---|---|
| Public My SMSF connector (services, SMSF questions, setup) | ✓ | ✓ | ✓ |
| My SMSF Assistant (Grace) in your dashboard | – | ✓ | ✓ |
| Gold Care AI connector — your own fund in Claude, ChatGPT, Grok or any MCP AI | – | – | ✓ |
Not on Gold Care? You can still use the public connector in your own AI for general SMSF and My SMSF questions — and you can move to Gold Care at any time. Compare packages.
| Connector | Address | Who | What it can do |
|---|---|---|---|
| My SMSF (public) | https://agents.mysmsfproperty.com.au/mcp | Anyone | Services and fees, SMSF questions, setup fit check, book a call, start a setup or transfer, check an enquiry |
| Gold Care AI connector (Grace Connect) | https://app.mysmsfproperty.com.au/grace/mcp | Gold Care clients only (sign in + approve) | Lodgement status, fund details, fees owing, ATO/ASIC payment details, your fund documents, ask Grace |
Claude
- Open Settings → Connectors
- Choose Add custom connector
- Paste the connector address and save
- Ask: “Ask My SMSF what an SMSF setup costs”
ChatGPT
- Open Settings → Apps & Connectors
- Turn on Developer mode (Advanced)
- Create a connector and paste the address
- Select it in a chat and ask your question
Grok & other AIs
- Use any assistant or agent that supports remote MCP servers
- Add the connector address as an MCP server (no auth for the public connector)
- Agent-to-agent (A2A) systems can read our agent card at
/.well-known/agent-card.json
What “agentic commerce ready” means
Your AI agent can do the legwork: compare our published fees, answer setup and transfer questions from approved answers, check whether an SMSF suits your situation and pre-fill a setup or transfer application. You then finish it yourself — identity verification, signing and payment always stay with you, as Australian AML/CTF and privacy rules require.
Your data and safety
- The public connector never sees any client data.
- The Gold Care AI connector only shows your fund, after you sign in and approve it — and you can disconnect at any time from My Profile → AI Assistant.
- TFNs, ID documents, working papers and private notes are never shared with any AI assistant.
- Our AI tools give general information only, not personal financial advice.
For developers and AI agents
- MCP (Streamable HTTP):
https://agents.mysmsfproperty.com.au/mcp - A2A agent card:
https://mysmsfproperty.com.au/.well-known/agent-card.json - LLM guide:
https://mysmsfproperty.com.au/llms.txt